Copy over CRM integration when Cloning a Form

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    revisionenergy
    Asked on July 17, 2014 at 10:14 AM

    FYI when cloning a form it seems the Integration (in my case, a Zoho CRM lead input) does not also copy.  This is a small pain as it takes 10-15 minutes to re set-up the integration each time.  It seems you would want this to copy over.

    - Fred

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    david
    Answered on July 17, 2014 at 11:52 AM

    Hi,

    When cloning forms we remove quite a bit of sensitive information.  E-mail alerts are also changed to default settings.  We do this because anyone can clone a form, not just the owner of the form.  If we left integrations connected and potential sensitive information in with the clone, this could raise potential security risks.  We are very sorry for the inconvenience, we would just like to offer the most secure platform that we can.  We can however move a form for you intact if you are trying to move from one account  to another.

    Please let us know if you have any other questions or concerns and we will be happy to help.

    Thank you for using Jotform!